Liquidity and Bitcoin: A Macro Relationship

U.S. liquidity on a year-over-year basis began trending higher in mid-November. Just five days later, $BTC formed a local bottom.

This sequence reinforces a key macro principle:

liquidity expansion often leads reversals in risk assets. When money supply conditions shift, price action tends to respond quickly.

Understanding liquidity trends can provide valuable context for interpreting market moves.

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